HomeMy WebLinkAbout12-07-2017 REOC Agenda Packet - revise
* Revised to correct for date typo
City of San Luis Obispo, Council Agenda, City Hall, 990 Palm Street, San Luis Obispo
Agenda (revise*)
Revenue Enhancement Oversight Commission
Thursday, December 7, 2017
5:30 pm
REGULAR MEETING
Council Hearing Room
990 Palm Street
San Luis Obispo, CA
CALL TO ORDER:
ROLL CALL: Chris Coates, Ken Kienow, Jeannette McClure, Ken Tasseff
and Chair Michael Multari
MINUTES: Minutes of March 20, 2017. Approve or amend.
OATHS OF OFFICE
1. Administer the Oaths of Office to newly-appointed Commissioner Jeannette
McClure. (Kevin Christian)
PUBLIC COMMENT PERIOD FOR ITEMS NOT ON THE AGENDA
At this time, people may address the Commission about items not on the agenda.
Persons wishing to speak should come forward and state their name and city of
residence. Comments are limited to five minutes per person. Items raised at this time
are generally referred to the staff and, if action by the Commission is necessary, may be
scheduled for a future meeting.
BUSINESS ITEMS
2. Review Purpose of the Revenue Enhancement Oversight Commission and
Elect Officers. Review the purpose and scope of the Revenue Enhancement
Oversight Commission and elect a Chairperson and Vice-Chairperson to serve for
a one-year term. (Greg Hermann)
3. 2016-17* Local Revenue Measure Year-end Expenditures. Receive a report
and review unaudited operating and capital expenditures of local half-percent sales
tax revenue in the last fiscal year. (Greg Hermann)
4. 2016-17* Annual Community Report and Citizen Oversight Meeting. Discuss
concepts and provide direction for the 2016-17 Annual Community Report and
appoint two Commissioners to serve on a subcommittee to assist in the
development of the report. Discuss concepts and provide direction for the 2016-
17 Annual Citizen Oversight meeting. (Greg Hermann)
San Luis Obispo - REOC Agenda of December 7, 2017 Page 2
COMMENT & DISCUSSION
5. Staff Communications
a. Fiscal Health Response Plan presentation
6. Commission Communications
ADJOURNMENT
Minutes - DRAFT
Citizens’ Revenue Enhancement Oversight Commission
Thursday, March 20, 2017
CALL TO ORDER
A Regular Meeting of the Citizens’ Revenue Enhancement Oversight Commission was called to
order on Thursday, March 20, 2017 at 5:30 p.m. in the City/County Library Community Room,
located at 995 Palm Street, San Luis Obispo, California, by Chair Multari.
ROLL CALL
Present: Commissioners Chris Coates, Ken Kienow, Vice Chair Jeri Carroll, and Chair Michael
Multari.
Absent: Ken Tasseff
Staff: Greg Hermann, Assistant to the City Manager, Derek Johnson, Assistant City Manager,
Xenia Bradford, Interim Finance Director, Tim Bochum, Deputy Director of Public
Works, Ryan Betz, Senior Analyst, Matt Horn, City Engineer and Courtney Steck,
Interim Budget Manager
PUBLIC COMMENT ON ITEMS NOT ON THE AGENDA
There were no public members present and no public comments.
CONSIDERATION OF MINUTES
ACTION: MOTION BY COMMISSIONER CARROLL, SECOND BY COMMISSIONER
COATES, CARRIED 4-0 to approve the minutes of the February 16, 2017 meeting.
DRAFT Minutes – Revenue Enhancement Oversight Commission of March 20, 2017 Page 2
BUSINESS ITEM
1. Annual Audit Review
Xenia Bradford, Interim Finance Director, reviewed the audited financial statements
contained in the Comprehensive Annual Report (CAFR) for the Local Revenue
Measure.
Public Comments:
None.
ACTION: No formal action was taken. Chair Multari noted for the record that the annual audit
was received and filed.
2. FY 2015-16 Local Revenue Measure Year Annual Community Report
Assistant to the City Manager Hermann invited public testimony on the FY 2015-16
Local Revenue Measure Annual Community Report.
There was discussion by the REOC members emphasizing their desire that Local
Revenue Measure funds are used to leverage grant funding when available.
The Commissioners requested that staff research means to generate more public interest
as well as to disseminate information to the public. Assistant to the City Manager
Hermann reviewed the current process for advertising meeting noticing. The committee
discussed further how other media types may be used to generate public interest.
Public Comments:
None.
ACTION: No formal action was taken. Chair Multari noted for the record that the 2015-2016
Fiscal Year Report for the Local Revenue Measure was presented and filed.
DRAFT Minutes – Revenue Enhancement Oversight Commission of March 20, 2017 Page 3
3. Proposed 2017-19 Local Revenue Measure Expenditures
Assistant to the City Manager Hermann reviewed the proposed 2017-19 Local Revenue
Expenditures and responded to Commissioner questions.
Public Comments:
None.
ACTION: MOTION BY COMMISSIONER KIENOW, SECOND BY COMMISSIONER
COATES, CARRIED 4-0 to recommend the City Council approve the use of Local Revenue
Measure funds for the capital and operating expenditures as reported and consistent with the
voter approved priorities.
COMMENT AND DISCUSSION
4. Staff Communications
Assistant to the City Manager Hermann thanked Vice Chair Carrol for her service as
this was her last meeting.
Public Comments:
None.
ADJOURNMENT
The meeting was adjourned at 6:55. The next regular meeting of the Citizens’ Revenue
Enhancement Oversight Commission will be held at a time and date to be determined.
APPROVED BY THE ADVISORY CITIZEN’S REVENUE ENHANCEMENT OVERSIGHT
COMMISSION: XX/XX/2017
Revenue Enhancement Oversight Commission
December 7, 2017
FROM: Greg Hermann, Acting Assistant City Manager
SUBJECT: REVIEW PURPOSE OF THE REVENUE ENHANCEMENT OVERSIGHT
COMMISSION AND ELECT OFFICERS
RECOMMENDATION
1. Review the purpose and scope of the Revenue Enhancement Oversight Commission
(REOC); and
2. Elect a Chairperson and Vice-Chairperson to serve for a one-year term.
DISCUSSION
Background
On July 15th, 2014, Council adopted an ordinance establishing the Citizens’ Revenue
Enhancement Oversight Commission (REOC), to review the half-percent sales tax revenues and
expenditures, report on the City’s stewardship of this general purpose tax, and provide
recommendations directly to the City Council regarding expenditures of these tax revenues as an
integral part of the budget process. The establishment of the REOC became effective following
the passage of an extension to the Essential Services Transaction (Sales) and Use Tax
(Attachment 1, REOC Ordinance) during the November general election. The REOC is to
consist of five members who must be residents of the City.
The November 4th, 2014 general election results indicate that 70 percent of voters in the City of
San Luis Obispo approved Ballot Measure G that stated:
To protect and maintain essential services and facilities – such as open space preservation; bike
lanes and sidewalks; public safety; neighborhood street paving and code enforcement; flood
protection; senior programs; and other vital services and capital improvement projects – shall the
City’s Municipal Code be amended to extend the current one-half percent local sales tax for
eight years, with independent annual audits, public goal-setting and budgeting, and a Citizens’
Oversight Commission?
Following certification of the election results, the Council and the People of the City of San Luis
Obispo adopted an ordinance amending Chapter 3.15 of the Municipal Code to extend the
existing Essential Services Transactions (Sales) and Use Tax (Attachment 2, Sales Tax
Ordinance). This ordinance details the full text of amended Chapter 3.15, which includes specific
citizen oversight and fiscal accountability provisions:
A. Revenue Enhancement Oversight Commission. A citizen's commission will be established
to provide transparency and maximize City accountability. The Commission will be
responsible for reviewing and making budget recommendations directly to the City Council
City of San Luis Obispo, Title, Subtitle
Purpose and Election of Officers Page 2
regarding expenditures from the essential services transactions (sales) and use tax, and
reporting annually to the community on the City's use of these tax revenues.
B. Accounting and Tracking Expenditures. The funds collected through the City of San Luis
Obispo essential services transactions (sales) and use tax ordinance shall be accounted for
and tracked by the City Treasurer separately to facilitate citizen oversight.
C. Independent Annual Financial Audit. The amount generated by this general purpose
revenue source and how it was used shall be included in the annual audit of the city's
financial operations by an independent certified public accountant.
D. Integration of the Use of Funds into the City's Budget and Goal-Setting Process. The
estimated revenue and proposed use of funds generated by this measure shall be an integral
part of the city's budget and goal- setting process, and significant opportunities will be
provided for meaningful participation by citizens in determining priority uses of these funds.
E. Annual Community Report. A written report shall be reviewed at a public hearing by the
Revenue Enhancement Oversight Commission, and a summary will be provided annually to
every household in the community detailing how much revenue is being generated by the
measure and how funds are being spent.
F. Annual Citizen Oversight Meeting. An invitation will be extended each year to the entire
community inviting them to participate in a forum to review and discuss the use of the
revenue generated by this measure. City staff will also be available to meet with any group
that requests a specific briefing with their members to discuss and answer questions about the
revenues generated by the measure and their uses.
Purpose and Scope of the REOC
The codified charge of the REOC is to review, report and provide recommendations. The REOC
is an advisory body to the Council that will provide important citizen oversight of local sales tax
revenues and expenditures. The REOC will not be making final decisions on City spending.
REOC meetings will be open to the public and serve as a venue for citizen engagement on local
sales tax revenues and expenditures. The REOC will also aid in community education and
outreach about how much local sales tax is received and where that revenue is being expended.
REOC Bylaws
The REOC bylaws contain the Commission’s purpose, and policies on conduct, membership,
terms, officers, meetings, attendance, quorum, voting, subcommittees, public records and other
rules and procedures (Attachment 1, REOC Bylaws).
These bylaws state that the REOC shall select a Chairperson and Vice-Chairperson from among
its members to serve for a one-year term.
ATTACHMENTS
1. REOC Bylaws
Citizens’ Revenue Enhancement Oversight Commission
The Citizens’ Revenue Enhancement Oversight Commission (REOC) has five members.
Members must be residents and registered voters of the City. When recruiting members, the
City seeks members that have experience with finance, budgeting, or municipal accounting,
though this is not a requirement of membership.
ARTICLE 1. MEETINGS
A. The REOC shall meet a minimum of four times per year to conduct its business.
B. REOC regular meetings will follow the diagram below and be integrated into the City’s
budget processes for the two‐year financial plan, fiscal year‐end, and financial plan
supplement. Meeting dates may change from year to year according to the actual
budget schedule.
REOC Bylaws Page 2
C. Agenda items shall be completed by 9:00 p.m. unless the consent of a majority of
commissioners agree to extend the meeting.
D. Regular meetings shall be held in the Council Hearing Room, City Hall, 990 Palm Street,
San Luis Obispo, California.
E. Special meetings may be called by a majority of the REOC, or by City staff in consultation
with the Chairperson, if additional meetings are necessary to accomplish the purpose
and duties of the Commission.
F. In the event that the REOC desires to hold all or any portion of a regular meeting at a
place other than the Council Hearing Room, then the place of such meeting shall be
posted on at the doors of the Council Hearing Room prior to the time designated for the
meeting in accordance with law.
ARTICLE 2. ELECTION OF OFFICERS
A. The commission shall select a Chairperson and Vice‐Chairperson from among its
members to serve for a one‐year term beginning with the first meeting following the
start of each fiscal year (July 1).
B. Commissioners shall serve as Chairperson or Vice‐Chairperson at the discretion of the
Commission.
C. The Chairperson shall preside at all meetings of the commission. The Vice‐Chairperson is
Chairperson in the absence of the Chairperson or in case of inability of the Chairperson
to act.
ARTICLE 3. CONDUCT OF MEETINGS
A. Commissioners should address questions through the chairperson.
B. Members of the audience should address commissioners or other persons present
through the chairperson.
C. Procedure for reviewing public hearing items:
After roll call the Chairperson shall announce to the public the procedures to be followed to
consider the items listed on the agenda and then proceed as follows:
1.The Chairperson shall introduce the items and ask for oral staff reports, as
appropriate.
2.The staff report previously submitted to the REOC shall be placed into the record
with all communications received regarding the item. Staff reports shall be
submitted for all public hearing items in a form acceptable to the Commission.
3.Members of the public wishing to speak on the topic of the agenda item shall be
invited to make a presentation. Public comment shall be accepted for agenda
items that are listed as presentations, business items, or public hearings.
4.Following public testimony on an agenda item, the public hearing or public
testimony portion of the meeting shall be closed to the public and discussion
confined to members of the commission; provided that the commission may
reopen the public hearing or invite additional testimony at any time prior to a
decision on an item on an affirmative vote of the majority of those members
present.
REOC Bylaws Page 3
5.The Commission, upon formal motion, shall take action on the item or
recommendation.
ARTICLE 4. QUORUM
A. Three members of the commission constitutes a quorum for the transaction of business.
B. No action of the commission shall become effective without receiving the affirmative
vote of a majority of the members present.
ARTICLE 5. VOTING
A. Except as otherwise provided in the San Luis Obispo Municipal Code and state law, no
motion or any other action shall be passed or become effective without receiving the
affirmative vote of at least a majority of members present.
B. Failure to receive such an affirmative vote shall result in failure or denial, as appropriate,
of the motion or other action.
C. Except as allowed under the Political Reform Action of 1974, any member abstaining
due to a declared conflict of interest shall not participate in the discussion of the items
or otherwise influence or attempt to influence in any manner the decision on the item.
D. All members, when present, must vote except when refraining from participating due to
actual or potential conflict of interest.
E. Commissioners not supporting a motion for action shall summarize the reason for their
vote.
ARTICLE 6. PUBLIC RECORDS
A. Records of all public hearings shall be made available to the public in the office of the
City Clerk.
B. Secretary – Duties: The secretary shall be a representative of the City Clerk’s Office, and
shall keep minutes of each meeting and shall record the official actions taken. The
records of all proceedings shall be available to the council and to the public.
ARTICLE 7. ATTENDANCE
A. Any member of the REOC who fails, for any reason, to attend three (3) regular,
adjourned regular, or specially‐scheduled meetings, within any 12 month period, shall
be reviewed by the Chairperson for possible referral to the City Council.
ARTICLE 8. FILLING VACANCIES AND REMOVAL OF MEMBERS.
A. Vacancies shall be filled for unexpired terms. The council, by majority action, may
remove any commissioner as provided in the City Charter.
ARTICLE 9. RULES, REGULATIONS AND PROCEDURES.
A. The Commission may adopt rules, regulations and procedures as required for the
transaction of its business. These rules shall become effective upon approval of the
council.
Revenue Enhancement Oversight Commission
November 16, 2016
Revenue Enhancement Oversight Commission
December 7, 2017
FROM: Greg Hermann, Acting Assistant City Manager
SUBJECT: 2016-17 LOCAL REVENUE MEASURE YEAR-END EXPENDITURES
RECOMMENDATION
Receive a report and review unaudited operating and capital expenditures of local half-percent
sales tax revenue in the last fiscal year.
DISCUSSION
Local Revenue Measure Uses
The Local Revenue Measure Summary Schedule for the Fiscal Year (FY) 2016-17 lists unaudited
expenditures for operating and capital project costs (Attachment 1). Expenditures are broken into
the following categories: 1) Open Space Preservation, 2) Bicycle and Pedestrian Improvements,
3) Traffic Congestion Relief/Safety Improvements, 4) Public Safety, 5) Neighborhood Street
Paving, 6) Code Enforcement, 7) Flood Protection, and 8) Parks and Recreation/Senior Programs
and Facilities.
Actual operating expenditures for FY 2016-17 were approximately $2.1M and capital expenditures
were about $4.0M. totaling approximately $6.1M. Expenditures for the Local Revenue Measure
2016-17 Local Revenue Expenditures Page 2
in the 2015-17 Financial Plan were budgeted to account for approximately 30 percent operating
and 70 percent capital costs. In the FY 2016-17, the actual uses were 34 percent operating and 66
percent capital expenditures. This is due to multi-year nature of capital improvement projects and
some savings from projects that were completed under budget. All funds budgeted for capital
projects are carried forward in the budget until they are complete. Unexpended funds for operating
expenses and completed capital projects go the Local Revenue Measure fund balance at the end of
each fiscal year for future appropriation.
1. Operating Uses ($2.1M)
90 percent of budgeted Local Revenue Measure operating program funds were expended in FY
2016-17. The 10 percent balance remaining was due to salary variances and hiring gaps for
individual positions. Any unexpended operating funds go the Local Revenue Measure fund
balance for future appropriation. The largest use of local revenue measure funding for operating
costs was for Public Safety. Examples of these costs were salaries for the Downtown Patrol
Officers.
2. Capital Uses ($4.0M)
Approximately 40 percent of Local Revenue measure capital project funds were expended in FY
2016-17. These funds were a combination of what was budgeted and also carried also over from
FY 15-16. Issues that effected total use of funds include: savings from projects that were completed
under budget, projects carried across a fiscal year due to delays and projects that span multiple
years. In addition, project phases don’t always align with fiscal years so while encumbrances for
the use of funds may be in place they are not reflected as actual expenditures. Project schedules
are subject to variables that cause delays and can sometimes be beyond the City’s control.
2016-17 Local Revenue Expenditures Page 3
Budgeted funds for capital projects carry over year to year until the project is completed. Specific
details on all of the capital projects are included in Attachment 1.
Any funding remaining once projects are completed will be transferred into a Local Revenue
Measure Completed Projects account. This funding could be used for other approved Local
Revenue Measure projects that end up costing more than what was budgeted (subject to City
Manager approval), or be reprogrammed to other capital projects that meet Local Revenue
Measure priorities subject to Revenue Enhancement Oversight Commission (REOC) and City
Council approval during the budget process.
The largest capital expenditures funded by the Local Revenue Measure in FY 2016-17 were for
Neighborhood Street Paving, specifically for street reconstruction and resurfacing neighborhoods
north of Highland Drive and east of California and east of California and Johnson up to Fixlini.
3. Net Available for Future Appropriations
As of June 30, 2017, there is no net balance of Local Revenue Measure funding available for future
uses. All existing funds for the Local Revenue Measure have been carried over or are already
budgeted for the current fiscal year.
Local Revenue Measure Revenues
Unaudited revenues from the local half-percent sales tax totaled $ 7.4 M in FY 2016-17. This is a
3 percent increase from last fiscal year and in line with 2016-17 Mid-Year adjusted budget. Staff
is continuously working to refine future revenue forecasts based on current data for both the 2017-
2018 Mid-Year Budget Update and 2018-2019 Supplemental Budget.
2016-17 Local Revenue Expenditures Page 4
FY 2016-17 Budgeted Revenues $7,391,000
FY 2016-17 Year End Revenues $7,381,842
FY 2017-18 revenue from the Local Revenue Measure is forecasted to be $7,607,000. This forecast
of revenues will change over time and the next update will be presented to the City Council with
2017-18 Mid-Year report in February 2018.
ATTACHMENT
1. Fiscal Year 2016-17 Local Revenue Measure Funding Summary Schedule
2016-17 (budget)2016-17 (unaudited actual) 2016-17 (budget and carryover) 2016-17 (unudited actual) 1 Laguna Lake Dredging and Sediment Management 166,368 114,045 LL 85% Alternatives were provided to Council and the preferred project size was selected. Environmental review is complete and regulatory permitting underway. Antcipated construction work to commence in Summer 2018. 2 Open Space Acquisition 500,000 128,726 OS 50% Waddell Ranch acquisition completed in January 2017 with active property owner discussions and pre-project work ongoing for Miossi and Ahearn properties in the Cuesta Canyon area. 3 Open Space Maintenance 552,638 276,582 OS 80%Includes the installation of new informational panels and open space name headers at every trailhead kiosk, as well as “blade-style” directional signage, trash cans and pet waste stations throughout the entire open space trail system. 4 Ranger Program Pickup Truck (3 in 15-16) 27,799 - OS 100% Fleet replacement (1), Fleet expansion (2). All units are in service. 5Natural Resources (Open Space Wildfire Fuel Reduction) 5,000 60,000 OS 25% Recent fuel reductions projects completed at Terrace Hill Open Space, Bowden Ranch Open Space and La Loma Adobe, as well as Irish Hills Natural Reserve. 6 Ranger Services (Ranger Staffing; FTE = 2) 129,530 114,116 OS n/a Two Ranger Maintenance Workers. Subtotal 134,530 114,116 1,306,805 519,353 FY 2015-17 LOCAL REVENUE MEASURE EXPENDITURESThe following uses of local sales tax revenue are consistent with Council goals and objectives, the spending priorities of voter-approved Local Revenue Measure G, and the recommendations of theCitizens' Revenue Enhancement Oversight Commission (REOC). Description # MCGOIOOpen Space PreservationOperating Programs Capital Projects Project Title% Complete(as of 11/1/17)Major City Goal (MCG) = Open Space Preservation (OS); Housing (H); Multi-Modal Transportation (T)Other Important Objective (OIO) = Neighborhood Wellness (N); Laguna Lake Restoration (LL); Downtown (D); Fiscal Sustainability/Responsibility (F)9/7/16
2016-17 (budget)2016-17 (unaudited actual) 2016-17 (budget and carryover) 2016-17 (unudited actual) FY 2015-17 LOCAL REVENUE MEASURE EXPENDITURESThe following uses of local sales tax revenue are consistent with Council goals and objectives, the spending priorities of voter-approved Local Revenue Measure G, and the recommendations of theCitizens' Revenue Enhancement Oversight Commission (REOC). Description # MCGOIOOperating Programs Capital Projects Project Title% Complete(as of 11/1/17)7 Bicycle Facility Improvements 169,427 34,729 T 70% Designing and constructing small-scale, miscellaneous bicycle facility improvements or additions to larger transportation projects to improve bicycle circulation including buffered bike lanes on Johnson, Longview, Madonna and Los Osos Valley Road. 8 Bicycle Transportation Plan Implementation 373,359 178,614 T 45%Implementing specific, significant projects identified in the Bicycle Transportation Plan. Bicycle improvements at Highland and Chorro have been completed. Construction on the Railroad Safety Trail Class I Connection Laurel & Orcutt is complete. Plan development for the Broad Street Bike Boulevard is underway; will go to Council for approval 2/2018.9 Bike Bridge at Phillips Lane 250,000 - T 50%Project to extend the Railroad Safety Trail from California at Taft over the railroad to Phillips at Pepper. Project design work is 50% complete. Project requires considerable cordination with Union Pacific Railroad, Caltrans, State Department of General Services and the Public Utilities Commission which is underway. 10 Bob Jones Trail Octagon Barn Connection 42,531 - T 100% Funding for the planning and environmental review of the extension of the Bob Jones pathway between the Octagon Barn and LOVR. Approval of Environmental Document on 11/9/16 11 Downtown Renewal 6,000 - D 5% Complete the design of sidewalk replacement in the downtown core. Construction work to commence in 2018 pending corrdination with adjacent businesses and projects. 12 Pedestrian and Bicycle Pathway Maintenance 160,000 121,591 T 100% Railroad Safety Trail maintenance. Completed October 2016. ### Replacement of Lighted Crosswalk on Higuera Street 43,500 43,500 D,T 100% Replacement of an aging system that has exceeded its service life. Construction is expected to be complete in early 2017. 14Safe Route to School Improvements-Pacheco and Bishop Peak 44,800 206 T 15%Plan and implement Safe Route to School improvements to enhance safety and access for bicycling and walking to Bishop's Peak and Pacheco Elementary Schools. Plan adopted 8/2017. First project, Foothill/Ferrini crossing in design phase with construction planned for 3rd Quarter 2018.15 Sidewalk and Tree Replacements 402,421 283,912 N,D,T 75% First sidewalk project area repairs including removing trip hazards, rebuilding tree wells, and installing dowtown mission-style sidewalks are completed. Additional project areas are currently being released for construction. 16 Sidewalk Ramp Construction 45,000 - T 100% Partially funded curb ramp construction on LOVR and Madonna Roads.Accessible curb ramps are coordinated with paving projects Bicycle and Pedestrian ImprovementsMajor City Goal (MCG) = Open Space Preservation (OS); Housing (H); Multi-Modal Transportation (T)Other Important Objective (OIO) = Neighborhood Wellness (N); Laguna Lake Restoration (LL); Downtown (D); Fiscal Sustainability/Responsibility (F)9/7/16
2016-17 (budget)2016-17 (unaudited actual) 2016-17 (budget and carryover) 2016-17 (unudited actual) FY 2015-17 LOCAL REVENUE MEASURE EXPENDITURESThe following uses of local sales tax revenue are consistent with Council goals and objectives, the spending priorities of voter-approved Local Revenue Measure G, and the recommendations of theCitizens' Revenue Enhancement Oversight Commission (REOC). Description # MCGOIOOperating Programs Capital Projects Project Title% Complete(as of 11/1/17)17 Traffic, Bicycle & Pedestrian Marking Replacement 20,000 14,247 T 75% Ongoing funding to replace crosswalks, stop bars and lane lines in high priority areas. 18Transportation Planning and Engineering (Engineers, Bike Coordinator; FTE = 1.6) 175,948 166,633 T n/a Engineers and Bicycle Coordinator. Subtotal 175,948 166,633 1,557,038 676,800 Major City Goal (MCG) = Open Space Preservation (OS); Housing (H); Multi-Modal Transportation (T)Other Important Objective (OIO) = Neighborhood Wellness (N); Laguna Lake Restoration (LL); Downtown (D); Fiscal Sustainability/Responsibility (F)9/7/16
2016-17 (budget)2016-17 (unaudited actual) 2016-17 (budget and carryover) 2016-17 (unudited actual) FY 2015-17 LOCAL REVENUE MEASURE EXPENDITURESThe following uses of local sales tax revenue are consistent with Council goals and objectives, the spending priorities of voter-approved Local Revenue Measure G, and the recommendations of theCitizens' Revenue Enhancement Oversight Commission (REOC). Description # MCGOIOOperating Programs Capital Projects Project Title% Complete(as of 11/1/17)19 Monterey & Osos Traffic Signal Safety Upgrade 221,764 4,136 T50% Reconstruct traffic signal at Monterey and Osos Street. Construction contract is award and work will commence in January 2018. 20 Neighborhood Traffic Improvements 20,000 17,759 N,T90% Improve traffic conditions in existing neighborhoods. Current efforts are being done for the South Chorro Street neighborhood, Buchon Street and High Street. 21 Parking Structures Assessment and Rehabilitation Study 8,333 - 20% Study is primarily funded through the Parking Fund. 22 Signals and Lighting Maintenance Lift Truck 91,000 - 75% Fleet replacement. Unit is on order. 23 South & Parker Traffic Safety Project: Median 2,155 - T100% Project installed concrete median on South Street at Parker Street to restrict left turning movements. Project is complete. 24 Traffic Operation Improvement Projects 30,000 19,091 T67% Small projects identified in Annual Traffic Operations Report to reduce congestion and improve travel times along major corridors. Locations have been identified and projects are in the planning phase. 25 Traffic Safety Improvement Projects 28,196 25,196 T90% Small projects identified in Annual Traffic Safety Report, including signal indication upgrades, signing and striping projects at location identified in the report. 26 Transportation Radar Trailer 480 - 100% Fleet replacement. Unit is in service. 27 Signal and Light Maintenance (Technician; FTE = 1) 98,127 98,127 T n/a Signal Technician. Subtotal 98,127 98,127 401,928 66,181 Traffic Congestion Relief / Safety ImprovementsMajor City Goal (MCG) = Open Space Preservation (OS); Housing (H); Multi-Modal Transportation (T)Other Important Objective (OIO) = Neighborhood Wellness (N); Laguna Lake Restoration (LL); Downtown (D); Fiscal Sustainability/Responsibility (F)9/7/16
2016-17 (budget)2016-17 (unaudited actual) 2016-17 (budget and carryover) 2016-17 (unudited actual) FY 2015-17 LOCAL REVENUE MEASURE EXPENDITURESThe following uses of local sales tax revenue are consistent with Council goals and objectives, the spending priorities of voter-approved Local Revenue Measure G, and the recommendations of theCitizens' Revenue Enhancement Oversight Commission (REOC). Description # MCGOIOOperating Programs Capital Projects Project Title% Complete(as of 11/1/17)28 911 Phone System100% Scheduled replacement. Project is complete. 29 Computer-Aided Dispatch 25,000 - 25% Scheduled replacement of software for connectivity to County dispatch. 30 Fire Electronic Patient Care & Fire Reporting System 52,195 35,465 90% Electronic Patient Records Management for emergency response. 31 Fire Emergency Response Forklift 2,428 - 100% Fleet replacement. Unit is in service. 32 Fire Emergency Response SUV 99,400 95,442 100% Fleet replacement. 33 Fire Emergency Response Van with Ambulance Package 180,000 54,991 75% Fleet replacement. Unit is on order. 34 Fire Prevention SUV (2 in 15-16) 16,223 100% Fleet replacement. Unit is in service. 35 Fire Command Vehicle Equipment 5,260 - Installation of equipment that enables the Fire Command Vehicle to operate as a mobile command center. 36Design of the Fire Station 2 Exterior Driveway Ramp Replacement 10,000 3,500 100% The consutlant portion of the design phase of the project has been completed. 37Fire Station 2 Restroom and Dorms Privacy Modifications 158,230 153,521 100% ADA upgrades and facility modernization to support female firefighters. Project is complete. 38 Police Administration Sedan 12,613 2,506 100% Fleet replacement. Unit is in service. 39 Police CAD hardware 250,000 250,000 95% Additional server space for Police dispatch system. 40 Police Investigations Sedans (2 in 15-16) 8,390 - 100% Fleet replacement. Unit is in service. 41 Police Patrol Sedans (2 in 15-16, 3 in 16-17) 132,514 33,107 75% Fleet replacement. 2015-16 units are in service. 1 of the 2016-17 units is on order.. 42 Police Patrol SUV 53,000 46,693 50% Fleet replacement. Unit is in service. 43 Police Support Services Pickup - 100% Fleet replacement. Unit is in service. 44 Police Traffic Safety Motorcycles (2, 1) 39,886 788 75% Fleet replacement. 2015-16 units are in service. The 16-17 Motorcycle is scheduled to arrive in 17-18. 45 Policy Facility Site Assessment 45,000 - 25% Evaluate space needs and provide concept plan for a redevelopment police department building. 46 Patrol Services (Officers, Sergeant; FTE = 4) 786,655 730,840 n/a Three Patrol Officers, Police Sergeant. 47 PuslePoint CPR Software 8,000 18,000 100% App that allows community members to act as first responders. Subtotal 794,655 730,840 1,108,139 676,014 Public SafetyMajor City Goal (MCG) = Open Space Preservation (OS); Housing (H); Multi-Modal Transportation (T)Other Important Objective (OIO) = Neighborhood Wellness (N); Laguna Lake Restoration (LL); Downtown (D); Fiscal Sustainability/Responsibility (F)9/7/16
2016-17 (budget)2016-17 (unaudited actual) 2016-17 (budget and carryover) 2016-17 (unudited actual) FY 2015-17 LOCAL REVENUE MEASURE EXPENDITURESThe following uses of local sales tax revenue are consistent with Council goals and objectives, the spending priorities of voter-approved Local Revenue Measure G, and the recommendations of theCitizens' Revenue Enhancement Oversight Commission (REOC). Description # MCGOIOOperating Programs Capital Projects Project Title% Complete(as of 11/1/17)48 Capital Engineering Pickup Truck 1,424 - 100% Fleet replacement. Unit is in service. 49 Street Reconstruction & Resurfacing 2,580,145 1,126,968 T 80%Ongoing work to maintain roadway pavement. Completed project include Area 1 (neighborhoods north of Highland Drive and east of California) and Area 8 (east of california and Johnson up to Fixlini) recently completed. Current work includes Los Osos Valley Road / Madonna Road. Future work includes Dana and Broad streete improvements.50 Streets Maintenance Asphalt Grinder & Trailer Mount 89,100 - 100% Fleet replacement. Unit on order. 51 Streets Maintenance Backhoe 128,000 127,793 100% Fleet replacement. Unit is in service. 52 Streets Maintenance Trucks 69,000 64,977 100% Fleet replacement. 53 CIP Project Engineering (Inspector; FTE = 1) 116,258 116,258 n/a Field Engineering Inspector. 54Streets and Sidewalk Maintenance (Maintenance Worker; FTE = 1) 85,003 85,003 n/a Streets Maintenance Worker Subtotal 201,261 201,261 2,867,669 1,319,738 55 Mission Plaza Railing Upgrade 60,000 125 D,T 100% Replacement of existing Mission Railing with safer and ADA compliant railing. Project completed in November 2017. All budgetted funding used. 56Building and Safety (Code Enforcement Officer, Neighborhood Services Specialists; FTE = 3) 256,639 226,895 N n/a Building Code Enforcement Officer, Neighborhood Services Specialists. Subtotal 256,639 226,895 60,000 125 Neighborhood Street PavingCode EnforcementMajor City Goal (MCG) = Open Space Preservation (OS); Housing (H); Multi-Modal Transportation (T)Other Important Objective (OIO) = Neighborhood Wellness (N); Laguna Lake Restoration (LL); Downtown (D); Fiscal Sustainability/Responsibility (F)9/7/16
2016-17 (budget)2016-17 (unaudited actual) 2016-17 (budget and carryover) 2016-17 (unudited actual) FY 2015-17 LOCAL REVENUE MEASURE EXPENDITURESThe following uses of local sales tax revenue are consistent with Council goals and objectives, the spending priorities of voter-approved Local Revenue Measure G, and the recommendations of theCitizens' Revenue Enhancement Oversight Commission (REOC). Description # MCGOIOOperating Programs Capital Projects Project Title% Complete(as of 11/1/17)57 Broad Street Bank Reinforcement - 100% Old Garden Creek at Broad Street bank stabilization and sediment removal. Project is complete. 58 Flood Control Pickup Truck 2,952 - 100% Fleet replacement. Unit is in service. 59 Marsh Street Bridge Replacement 734,000 - D,T 60%Project will replace the Marsh Street Bridge that was orginally build in 1909. Design is substantially complete. Currently working to obtain the nesseary tempory construction easements from adjacent property owners. Construction is currently anticpated to start in Spring 2018.60 Storm Drain System Replacement 1,104,281 647,699 N 50% Continued replacement of failing corrugated metal storm drain pipes. Planned future projects include replacement of storm drain pipes in Bullock Lane, Ellen Way, Southwood and Duncan. 61 Toro Street Bank Stabilization - - 100% San Luis Creek bank stabilization and sediment removal. Project is complete. 62Creek and Flood Protection (Collection Operators, Stormwater Management Plan; FTE = 6) 583,794 469,126 N n/a Stormwater Code Enforcement Officer, Stormwater Collection Operators, Stormwater Management Plan. Subtotal 583,794 469,126 1,841,233 647,699 63 Golf Course Pickup Truck 28,500 24,436 100% Fleet replacement. Obtaining bids. 64 Olympic Pool Replastering 99,649 - 100% Replacement of existing shell plaster which is 17 years old and underwater lights which are 33 years old. Project is complete. 65 Park Major Maintenance & Repairs 549,510 56,596 20%Project that maintain park system. Projects that are currently being developed include: Meadow Park Bridge Replacements, Sinsheimer Tennis Court Entrance Improvements, Sinsheimer Irrigation and Drainage Improvements, and Hydration Station Installations.66 Restroom Replacement and Remodeling 125,293 9,620 D 50% Golf course restroom construction complete. Mission Plaza restroom design held until completion of Mission Plaza Concept Plan. Now that concept plan is complete, final scoping work for restroom, cafe, and storage area planned to commence in 18/19. 67 Octagon Barn Facility 202,718 17,965 Funding to preserve and enhance the Octagon Barn through a community partnership. 68 Jack House Elevator Removal 864 - 100% Removal of non-historic elevator. Project is complete. 69Parks and Landscape Maintenance (Maintenance Worker; FTE = 1) 78,657 78,657 n/a Parks Maintenance Worker. Subtotal 78,657 78,657 1,006,534 108,617 2,323,611 2,085,655 10,149,346 4,014,527 Parks and Recreation/Senior Programs and FacilitiesTotal Local Revenue Measure UsesFlood ProtectionMajor City Goal (MCG) = Open Space Preservation (OS); Housing (H); Multi-Modal Transportation (T)Other Important Objective (OIO) = Neighborhood Wellness (N); Laguna Lake Restoration (LL); Downtown (D); Fiscal Sustainability/Responsibility (F)9/7/16
Revenue Enhancement Oversight Commission
December 7, 2017
FROM: Greg Hermann, Acting Assistant City Manager
SUBJECT: 2016-17 ANNUAL COMMUNITY REPORT AND CITIZEN OVERSIGHT
MEETING
RECOMMENDATION
1. Discuss concepts and provide direction for the 2016-17 Annual Community Report; and
2. Appoint two Commissioners to serve on a subcommittee to assist in the development of
the report;
3. Discuss concepts and provide direction for the 2016-17 Annual Citizen Oversight Meeting.
DISCUSSION
Chapter 3.15 of the Municipal Code (the Essential Services Transactions [Sales] and Use Tax)
includes specific citizen oversight and fiscal accountability provisions. These provisions include
an annual community report and annual citizen oversight meeting:
Annual Community Report. A written report shall be reviewed at a public hearing by the
Revenue Enhancement Oversight Commission, and a summary will be provided annually to
every household in the community detailing how much revenue is being generated by the
measure and how funds are being spent (MC 3.15.040.E).
Annual Citizen Oversight Meeting. An invitation will be extended each year to the entire
community inviting them to participate in a forum to review and discuss the use of the revenue
generated by this measure. City staff will also be available to meet with any group that requests
a specific briefing with their members to discuss and answer questions about the revenues
generated by the measure and their uses (MC 3.15.040.F).
Annual Community Report
The community report is produced annually based on revenues and expenditures from the previous
fiscal year. The most recent report was published for Fiscal Year (FY) 2015-16 (Attachment 1).
This report included:
1. Background of the sales tax measure
2. Current and historical detail on Local Revenue Measure funding
3. How Local Revenue Measure funds were used including Project Spotlight descriptions and
photography
4. Planned Local Revenue Measure uses for the following year
5. Detailed Local Revenue Measure funding schedule
6. REOC members
Annual Community Report and Citizen Oversight Meeting Page 2
The REOC should consider concepts and provide any direction on ways to enhance this report for
the public. Some previous improvements included:
1. Adding more storytelling spotlights including project photography
2. Translating some of the “government jargon” into meaningful and simple terms
3. Eliminating some of the narrative
4. Enlarging the one-page version for public distribution to legal size for inclusion in utility
bills (Attachment 2)
5. Revising the look and feel to align with City styleguide standards
6. Switching to a landscape format to allow for easy reading on a computer .
Recommendations for the 2016-17 report are:
1. Maintain styling from new & improved 2015-16 report – easy to read, in line with City
branding, will help develop consistency, received positive feedback
2. Maintain one-sheet as legal size for more storytelling space
3. Use design cost savings for additional photography to highlight 2016-17 projects
4. Improve timeline of initiatives/projects pipeline – add dates, additional projects
5. Add photos and 1-line bios of REOC members
6. Utilize new LRM logo in lockup with SLO City logo on cover and back page
The City will be using Barnett, Cox and Associates (BCA) to design the report. BCA is a San Luis
Obispo-based public relations and marketing firm and currently provides a variety of City wide
communications support services.
The Annual Community Report and Report in Brief will be included in City utility bills in February
or March 2017 and discussed at the Annual Citizen Oversight Meeting.
Annual Citizen Oversight Meeting
The Annual Citizen Oversight Meeting is inteneded to provide an opportunity for the public to
learn about how funds generated from the Local Revenue Measure were spent and provide
feedback.
When the Annual Citizen Oversight Meeting occurs in the same year as the development of the
City’s two-year financial plan, the meeting is included as a part of the biennal Community Forum
associated with the financial plan development process. That was the case for last year’s Annual
Citizen Oversight Meeting.
When the meeting occurs outside of the financial plan development a separate meeting is held.
This was done two years ago. The meeting was held at the Ludwick Community Center and
included an overview presentation of Local Revenue Measure uses in the previous year
(attachement 3) as well as the opportunity for public comment. The notification for the meeting
was included in utility bills, but there was very limited public attendance.
The commission should discuss and provide direction for the date, time, venue, outreach and other
logistics for the meeting.
Annual Community Report and Citizen Oversight Meeting Page 3
ATTACHMENTS
1. 2015-16 Annual Community Report
2. 2015-16 Annual Community Report in Brief
3. 2014-15 Annual Citizen Oversight Meeting Presentation
LOCAL REVENUE MEASURE
ANNUAL COMMUNITY REPORT
Fiscal Year 2015–16
CITY OF SAN LUIS OBISPO
HOW DID WE SPEND REVENUES? PAGE 4
Read about how Local Revenue Measure funds were
spent in 2015–2016.
PROJECT SPOTLIGHT PAGE 6
See neighborhood street resurfacing on Johnson
and Osos streets.
1
SLO Swim Center Pool: The Local Revenue Measure paid
for the replacement of the shell plaster at the SLO Swim
Center’s pool at Sinsheimer Park, which was 17 years old
and showing signs of deterioration and water loss.
2
LOCAL REVENUE MEASURE BALLOT LANGUAGE (MEASURE G)
The Local Revenue Measure was approved by City voters in November
2006 to preserve essential services for the community. The measure
established a one-half percent local sales tax with an eight-year sunset
clause. Voters approved its extension for an additional eight years during
the 2014 General Election. The Local Revenue Measure is subject to
voter extension by March 31, 2023.
The Local Revenue Measure is a general purpose measure and, as such,
the proceeds are not restricted to specific purposes. This provides the
Council with flexibility to respond to new circumstances and challenges.
To protect and maintain essential services and facilities—such as
open space preservation; bike lanes and sidewalks; public safety;
neighborhood street paving and code enforcement; flood protection;
senior programs; and other vital services and capital improvement
projects—shall the City’s Municipal Code be amended to extend
the current one-half percent local sales tax for eight years, with
independent annual audits, public goal-setting and budgeting, and
a Citizens’ Oversight Commission?
The voter-approved ballot language provides guidance to use local
sales tax revenue to protect and maintain essential services and
facilities, and identifies examples of services and projects that achieve
this objective. These community spending priorities help guide the
Citizen’s Revenue Enhancement Oversight Commission (REOC)
when making recommendations to the Council about Local Revenue
Measure uses. The Council uses the REOC’s input, and additional
public feedback, to prioritize the use of Local Revenue Measure
funding as part of the City’s two-year financial planning process.
WHAT IS THE LOCAL REVENUE MEASURE?
Street Median: As recommended by the City’s
Traffic Safety Program, a concrete street median
was installed on South Street at Parker Street to
restrict left turning movements improving safety.
3
Local half-percent sales tax revenue totaled $7.2M in 2015–16, which adds approximately 10 percent to the general fund. The Local Revenue
Measure has generated over $57M since its original adoption in November 2006.
REVENUES
LOCAL REVENUE MEASURE REVENUES
FISCAL YEAR
$8M
2006–07 2007–08 2008–09 2009–10 2010–11 2011–12 2012–13 2013–14 2014–15 2015–16
$7M
$6M
$5M
$4M
$3M
$2M
$1M
$–
Santa Rosa Park Hockey Rink: Repairs to the Santa
Rosa Hockey Rink were among one of many major
park maintenance and repair projects which also
included sports lights, bleachers and fencing.
4
2015-16 Local Revenue Measure funds were used on Council-adopted priorities, including Open Space Preservation, Bicycle and Pedestrian
Improvements, Traffic Congestion Relief/Safety Improvements, Public Safety, Neighborhood Street Paving, Code Enforcement, Flood Protection,
Parks and Recreation/Senior Programs and Facilities.
USES 2015–16
2015–16 LOCAL REVENUE MEASURE USES ($4.9M)
12% // OPEN SPACE PRESERVATION
5% // BICYCLE AND PEDESTRIAN IMPROVEMENTS
4% // TRAFFIC CONGESTION RELIEF/SAFETY IMPROVEMENTS
23% // PUBLIC SAFETY
24% // NEIGHBORHOOD STREET PAVING (INCLUDES IMPROVEMENTS TO BIKE LANES)
5% // CODE ENFORCEMENT
13% // FLOOD PROTECTION
14% // PARKS AND RECREATION/SENIOR PROGRAMS AND FACILITIES
Parks and Landscape Maintenance: The Local Revenue
Measure funds a parks maintenance position which helps
to keep our parks clean and safe for the public.
5
Ranger Services: The Local Revenue Measure funded two Ranger
positions which help to maintain and patrol the City’s open space.
USES 2015–16
For every $1 of revenue generated
by the Local Revenue Measure,
$.72 is paid by visitors and
$.28 is paid by City residents.
(2014 Retail Sales Analysis)
Local Revenue Measure uses fall into two categories: operating expenses such as
funding full-time Police Officers and Rangers, and capital expenses such as repaving streets
and constructing bicycle paths. Operating uses in 2015–16 were approximately $2.1M (43%),
and capital uses were about $2.8M (57%), totaling approximately $4.9M.
1. Operating Uses ($2.1M)
Examples of these costs are funding for such positions as Police Officers for downtown and
stormwater collection/drainage personnel.
2. Capital Uses ($2.8M)
The largest capital expenditures funded by the Local Revenue Measure in 2015–16 were
Neighborhood Street Paving projects (resurfacing of Johnson and Osos streets), Parks and
Recreation Programs, Senior Programs and Facilities, and Open Space Preservation.
6
The 2015-16 neighborhood street paving projects focused on the
rehabilitation of Johnson Avenue from Iris to Orcutt Road and Osos
Street from Leff to Marsh Street. The project included microsurfacing
of both roads and the repair of several curb ramps and curbs.
Microsurfacing is a mixture of polymer modified emulsion, graded
rock, sand, water, and additives. When mixed together, the material is
placed on the road in order to protect the underlying pavement.
Buffered Bike Lanes: This project also included new
buffered bike lane striping. This improved striping provides
more space between bicyclists and cars on the road,
increasing safety and bicycle ridership.
JOHNSON AND OSOS STREET RESURFACING PROJECT SPOTLIGHT
Microsurfacing provides 5-8 years of additional road life and is less
expensive than repaving. Microsurfacing is also more friendly to the
environment, since road grindings do not need to be trucked off for
recycling. This approach to the project saved over $500,000, which will
be applied to Madonna and Los Osos Valley Road projects in 2017.
7
There are many exciting projects to look forward to in 2016-17 and several have already been completed. For a complete listing of projects
funded by the Local Revenue Measure see the summary table at the end of the report.
PLANNED LOCAL REVENUE MEASURE USES
WADDELL RANCH
ACQUISITION
COMPLETED
LAUREL LANE
BIKE SIGNAL
UNDER CONSTRUCTION
RAILROAD SAFETY
TRAIL MAINTENANCE
COMPLETED
LIGHTED CROSSWALK
ON HIGUERA
COMPLETED
FIRE STATION 2
REMODEL
COMPLETED
MONTEREY TRAFFIC
SIGNAL REPLACEMENT
IN DESIGN
Open Space Maintenance: Projects completed in
2015–16 included trailhead enhancement, such as
new kiosks and pet waste bag stations.
8
OPERATING PROGRAMS CAPITAL PROJECTS
PROJECT TITLE 2015–16
(BUDGET)
2015–16
(ACTUAL)
2016–17
(BUDGET +
CARRYOVER)
2015–16
(BUDGET)
2015–16
(ACTUAL)
2016–17
(BUDGET +
CARRYOVER)
Laguna Lake Dredging and Sediment
Management
450,000 283,632 166,368
Open Space Acquisition 250,000 - 500,000
Open Space Maintenance 285,000 57,362 552,638
Ranger Program Pickup Truck (3 in 2015–16) 139,000 111,201 27,799
Natural Resources (Open Space Wildfire Fuel
Reduction)
5,000 1,600 5,000 60,000
Ranger Services (Ranger Staffing; FTE* = 2) 121,590 117,060 129,530
Bicycle Facility Improvements 100,000 30,573 169,427
Bicycle Transportation Plan Implementation 400,000 26,641 373,359
Bike Bridge at Phillips Lane 250,000
Bob Jones Trail Octagon Barn Connection 50,000 7,469 42,531
Downtown Renewal
(Includes Sidewalk Replacement)
6,000
Pedestrian and Bicycle Pathway Maintenance 100,000 - 160,000
Replacement of Lighted Crosswalk on Higuera
Street
43,500
Safe Route to School Improvements—Pacheco
and Bishop Peak
45,000 200 44,800
OPEN SPACE PRESERVATION
BICYCLE AND PEDESTRIAN IMPROVEMENTS
CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2016
*FTE=Full Time Equivalent
9CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2016
OPERATING PROGRAMS CAPITAL PROJECTS
Sidewalk and Tree Replacements 100,000 17,579 402,421
Sidewalk Ramp Construction 45,000 - 45,000
Traffic, Bicycle, and Pedestrian Marking
Replacement
20,000 - 20,000
Transportation Planning and Engineering
(Engineers, Bike Coordinator; FTE = 1.6)
173,799 161,711 175,948
Monterey & Osos Traffic Signal Safety Upgrade 225,000 3,236 221,764
Neighborhood Traffic Improvements 20,000 20,000 20,000
Parking Structures Assessment and
Rehabilitation Study
8,333 - 8,333
Signals and Lighting Maintenance Lift Truck 91,000
South & Parker Traffic Safety Project: Median 30,000 27,845 2,155
Traffic Operation Improvement Projects 30,000 - 30,000
Traffic Safety Improvement Projects 25,000 21,804 28,196
Transportation Radar Trailer 15,000 14,520 480
Signal and Light Maintenance (Technician;
FTE = 1)
96,866 96,866 98,127
OPERATING PROGRAMS CAPITAL PROJECTS
PROJECT TITLE 2015–16
(BUDGET)
2015–16
(ACTUAL)
2016–17
(BUDGET +
CARRYOVER)
2015–16
(BUDGET)
2015–16
(ACTUAL)
2016–17
(BUDGET +
CARRYOVER)
BICYCLE AND PEDESTRIAN IMPROVEMENTS (CONTINUED)
TRAFFIC CONGESTION RELIEF / SAFETY IMPROVEMENTS
10CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2016
911 Phone System 245,000 27,598 -
Computer-Aided Dispatch 25,000 - 25,000
Fire: Electronic Patient Care Reporting System 53,800 27,305 52,195
Fire: Emergency Response Forklift 50,000 47,572 2,428
Fire: Emergency Response SUV 99,400
Fire: Emergency Response Van with Ambulance
Package
180,000 - 180,000
Fire: Prevention SUV (2 in 15–16) 91,000 74,777 16,223
Fire: Command Vehicle Equipment 5,260 - 5,260
Fire Station 2 Exterior Driveway Ramp
Replacement
10,000
Fire Station 2 Restroom and Dorms Privacy
Modifications
160,000 1,770 158,230
Police: Administration Sedan 38,500 25,887 12,613
Police: CAD hardware 250,000 - 250,000
Police: Investigations Sedans (2 in 15–16) 66,600 58,210 8,390
Police: Patrol Sedans (2 in 15–16, 3 in 16–17) 83,500 80,686 132,514
Police: Patrol SUV 53,000 - 53,000
Police: Support Services Pickup 31,400 31,400
Police: Traffic Safety Motorcycles (2, 1) 63,400 57,714 39,886
Police: Facility Site Assessment 45,000 - 45,000
OPERATING PROGRAMS CAPITAL PROJECTS
PROJECT TITLE 2015–16
(BUDGET)
2015–16
(ACTUAL)
2016–17
(BUDGET +
CARRYOVER)
2015–16
(BUDGET)
2015–16
(ACTUAL)
2016–17
(BUDGET +
CARRYOVER)
PUBLIC SAFETY
Police: Patrol Services
(Officers, Sergeant; FTE = 4)
764,741 704,243 786,655
PulsePoint CPR Software 8,000 18,000
Capital Engineering Pickup Truck 31,500 30,076 1,424
Street Reconstruction & Resurfacing 1,566,817 967,372 2,580,145
Streets Maintenance Asphalt Grinder & Trailer
Mount
89,100
Streets Maintenance Backhoe 128,000
Streets Maintenance Trucks 69,000
CIP Project Engineering (Inspector; FTE = 1) 109,234 93,361 116,258
Streets and Sidewalk Maintenance
(Maintenance Worker; FTE = 1)
80,597 76,115 85,003
Mission Plaza Railing Upgrade 30,000 - 60,000
Neighborhood Services (Code Enforcement
Officer, Specialists; FTE = 3)
247,185 235,376 256,639
11CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2016
OPERATING PROGRAMS CAPITAL PROJECTS
PROJECT TITLE 2015–16
(BUDGET)
2015–16
(ACTUAL)
2016–17
(BUDGET +
CARRYOVER)
2015–16
(BUDGET)
2015–16
(ACTUAL)
2016–17
(BUDGET +
CARRYOVER)
PUBLIC SAFETY (CONTINUED)
NEIGHBORHOOD STREET PAVING
CODE ENFORCEMENT
12
Broad Street Bank Reinforcement 40,000 40,000 -
Flood Control Pickup Truck 28,500 25,548 2,952
Marsh Street Bridge Replacement 734,000
Storm Drain System Replacement 548,500 18,519 1,104,281
Toro Street Bank Stabilization 50,000 50,000 -
Creek and Flood Protection (Collection
Operators, Stormwater Management Plan;
FTE = 6)
577,878 519,634 583,794
Golf Course Pickup Truck 28,500
Olympic Pool Replastering 290,000 190,351 99,649
Major Park Maintenance & Repairs 86,000 41,490 549,510
Restroom Replacement and Remodeling 400,000 354,707 125,293
Octagon Barn Facility 206,000 3,282 202,718
Jack House Elevator Removal 22,000 21,136 864
Parks and Landscape Maintenance
(Maintenance Worker; FTE = 1)
77,658 77,658 78,657
TOTAL LOCAL REVENUE MEASURE USES 2,254,548 2,083,624 2,323,611 7,078,110 2,797,463 10,149,346
CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2016
OPERATING PROGRAMS CAPITAL PROJECTS
PROJECT TITLE 2015–16
(BUDGET)
2015–16
(ACTUAL)
2016–17
(BUDGET +
CARRYOVER)
2015–16
(BUDGET)
2015–16
(ACTUAL)
2016–17
(BUDGET +
CARRYOVER)
FLOOD PROTECTION
PARKS AND RECREATION/SENIOR PROGRAMS AND FACILITIES
13
Open Space Preservation, Bicycle and Pedestrian Improvements, Traffic Congestion Relief / Safety
Improvements, Public Safety, Neighborhood Street Paving, Code Enforcement, Flood Protection,
Parks and Recreation / Senior Programs and Facilities
PRIORITIES SET BY THE CITY COUNCIL FOR FY 2015–16 INCLUDE:
CITY OF SAN LUIS OBISPO
For more information, please visit:
www.slocity.org/budget
Patrol Services: The Local
Revenue Measure supports
the City’s Police Department
by providing funding for three
officers and one sergeant,
including bicycle patrol officers
for Downtown San Luis Obispo.
CITIZENS’ REVENUE ENHANCEMENT
OVERSIGHT COMMISSION
The Revenue Enhancement Oversight
Commission (REOC) reviews, reports, and
makes recommendations directly to the
City Council regarding the revenue and
expenditures of the City’s general purpose,
half-percent sales tax. The REOC consists
of five members, who must be residents and
registered voters of the City.
Michael Multari, Chair
Jeri Carroll, Vice Chair
Chris Coates, Commissioner
Ken Kienow, Commissioner
Ken Tasseff, Commissioner
LOCAL REVENUE MEASURE
ANNUAL COMMUNITY REPORT IN BRIEF
Fiscal Year 2015–16
The Local Revenue Measure was approved
by City voters in November 2006 to preserve
essential services for the community. The measure
established a one-half percent local sales tax with
an eight-year sunset clause. Voters approved its
extension for an additional eight years during the
2014 General Election. The Local Revenue Measure
is subject to voter extension by March 31, 2023.
The Local Revenue Measure is a general purpose
measure and, as such, the proceeds are not
restricted to specific purposes. This provides
the Council with flexibility to respond to new
circumstances and challenges.
LOCAL REVENUE MEASURE BALLOT LANGUAGE (MEASURE G)
To protect and maintain essential services and facilities – such as open space preservation; bike lanes
and sidewalks; public safety; neighborhood street paving and code enforcement; flood protection; senior
programs; and other vital services and capital improvement projects – shall the City’s Municipal Code be
amended to extend the current one-half percent local sales tax for eight years, with independent annual
audits, public goal-setting and budgeting, and a Citizens’ Oversight Commission?
The voter-approved ballot language provides
guidance to use local sales tax revenue to protect
and maintain essential services and facilities,
and identifies examples of services and projects
that achieve this objective. These community
spending priorities help guide the Citizen’s
Revenue Enhancement Oversight Commission
(REOC) when making recommendations to the
Council about Local Revenue Measure uses. The
Council uses the REOC’s input, and additional
public feedback, to prioritize the use of Local
Revenue Measure funding as part of the City’s
two-year financial planning process.
The Local Revenue Measure paid for open space maintenance projects completed in 2015–16, including trailhead
enhancement, such as new kiosks and pet waste bag stations.
WHAT IS THE LOCAL REVENUE MEASURE?
For every $1 of revenue generated by the Local Revenue Measure, $.72 is paid by visitors
and $.28 is paid by City residents. (2014 Retail Sales Analysis)
LOCAL REVENUE MEASURE REVENUES
FISCAL YEAR
$8M
2006–07 2007–08 2008–09 2009–10 2010–11 2011–12 2012–13 2013–14 2014–15 2015–16
$7M
$6M
$5M
$4M
$3M
$2M
$1M
$–
Local half-percent sales tax revenue totaled $7.2M in 2015–16, which adds approximately 10 percent to
the general fund. The Local Revenue Measure has generated over $57M since its original adoption in
November 2006.
REVENUES
USES 2015–16
2015-16 Local Revenue Measure funds were used on Council-adopted priorities, including Open Space
Preservation, Bicycle and Pedestrian Improvements, Traffic Congestion Relief/Safety Improvements, Public
Safety, Neighborhood Street Paving, Code Enforcement, Flood Protection, Parks and Recreation/Senior
Programs and Facilities.
2015–16 LOCAL REVENUE MEASURE USES ($4.9M)
12% // OPEN SPACE PRESERVATION
5% // BICYCLE AND PEDESTRIAN IMPROVEMENTS
4% // TRAFFIC CONGESTION RELIEF/SAFETY IMPROVEMENTS
23% // PUBLIC SAFETY
24% // NEIGHBORHOOD STREET PAVING (INCLUDES IMPROVEMENTS TO BIKE LANES)
5% // CODE ENFORCEMENT
13% // FLOOD PROTECTION
14% // PARKS AND RECREATION/SENIOR PROGRAMS AND FACILITIES
The Local Revenue Measure paid for the
replacement of the shell plaster at the SLO
Swim Center’s pool at Sinsheimer Park,
which was 17 years old and showing signs
of deterioration and water loss.
CITY OF SAN LUIS OBISPO // For more information, please visit: www.slocity.org/budget
11/30/2017
1
Welcome to Revenue
Enhancement Oversight
Commission Meeting
March 10th, 2016 – Ludwick Community Center
Local Revenue Measure
Annual Community Report/Citizen Oversight Meeting
March 10th, 2016 – Ludwick Community Center
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Overview
2014-15 Annual Community Report
Review
2015-16 Project & Service Update
2016-17 Supplemental Budget
Process
Feedback & Discussion
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What is the Local Revenue
Measure?
½ percent general purpose local sales tax
Approved in November 2006 (Measure Y)
Extended in November 2014 (Measure G)
Measure G Ballot Language
“To protect and maintain essential services and
facilities – such as open space preservation; bike
lanes and sidewalks; public safety; neighborhood
street paving and code enforcement; flood protection;
senior programs; and other vital services and capital
improvement projects – shall the City’s Municipal
Code be amended to extend the current one-half
percent local sales tax for eight years, with
independent annual audits, public goal-setting and
budgeting, and a Citizens’ Oversight Commission?”
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Revenue Enhancement Oversight
Commission
Responsibilities include:
Annual audit review
Annual Community Report
Annual Citizen’s Oversight Meeting
Budget recommendations
Outreach and education
2014-15 Annual Community Report
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Capital vs. Operating Uses
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Preservation of Essential Services
Public Safety
Projects:
Implemented quickest route software
New mobile data computers
New police vehicles
Fire Station #2 remodel
Staffing: Daytime Downtown Patrol Officers,
Police Sergeant, Police Officer, Traffic
Sergeant, Fire Marshall, Deputy Fire Chief
Preservation of Essential Services
Maintenance Services
Projects:
Storm drain replacements
Storm drain clearing
Sinsheimer play equipment replacement
Staffing: Streets Maintenance Worker,
Signal & Streetlight Tech, Storm Water
Code Enforcement Officer, Storm Water
Collections Operators
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Storm Drain Replacement
Preservation of Essential Services
Neighborhood Wellness
Projects:
SNAP Enhancement
Staffing: Building Code Enforcement
Officer, Neighborhood Code
Enforcement Specialists
11/30/2017
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Traffic Congestion Relief
Projects:
Traffic Safety Report
Bicycle facility improvements
Restriping/sharrows on Chorro and Mill
Additional green lane
Neighborhood traffic improvements
Concrete diverter on Fixlini
Staffing: Traffic Engineer
Open Space Preservation
Projects:
Open space acquisition
Froom Ranch improvements
Open space wildfire reduction
Staffing: Ranger Services
11/30/2017
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Infrastructure Maintenance &
Improvements
Projects:
Santa Rosa Skatepark
Street reconstruction & resurfacing
Foothill and Laguna neighborhoods
Downtown renewal projects
Jack House painting, Johnson Ave. underpass
pump, Mission Plaza railing, Emerson Park
playground equipment, Sinsheimer parking lot
reconstruction
Sinsheimer Parking Lot
Reconstruction
11/30/2017
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2015-16 Project and Service Update
11/30/2017
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Open Space Preservation
Laguna Lake Dredging
Open space acquisition
Open space maintenance
Ranger Services staffing
Bicycle & Pedestrian Improvements
Bicycle facility improvements
Broad at Orcutt Green bike lane
Higuera at Marsh bike lane
Pacific and Morro stop sign reconfiguration
Bicycle Transportation Plan implementation
Broad St. Bicycle Boulevard
Pedestrian & Bicycle pathway maintenance
Sidewalk and tree replacements
11/30/2017
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Traffic Congestion Relief/
Safety Improvements
Monterey & Osos traffic signal upgrade
Neighborhood traffic improvements
South Chorro traffic circles
Radar trailer
Public Safety
Updated 911 system
Electronic patient care reporting system
Fleet replacement
Police facility site assessment
Daytime Downtown Patrol Officers,
Traffic Officer, Traffic Sergeant
11/30/2017
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Neighborhood Street Paving
Street reconstruction and resurfacing
Johnson Ave.
Osos St.
CIP Project Engineering Inspector,
Streets and Sidewalks Maintenance
Worker
Code Enforcement
Mission Plaza railing ADA upgrade
Building Code Enforcement Officer,
Neighborhood Services Specialists
11/30/2017
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Flood Protection
Broad St. bank reinforcement
Toro St. bank stabilization
Marsh St. bridge replacement
Storm drain system replacement
Parks & Recreation/
Senior Programs and Facilities
Olympic pool re-plastering
Park maintenance and repairs
Hockey and Tennis Court resurfacing
Laguna Lake golf course restrooms
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Looking Ahead to 2016-17…
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2016-17 Budget Recommendations
2014-15 fund balance: $281,935
2015-16 additional fund balance: $265,000
2016-17 updated fund balance: TBD
Questions and Feedback